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ETFs

WisdomTree U.S. MidCap Fund

EZM
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Feb 23 2007
Expense Ratio
0.38%
Type
US Equities
Fund Owner
Wisdom Tree
Volume (1m avg. daily)
$1,274,109
AUM
$716,679,925
Associated Index
WisdomTree U.S. MidCap Earnings Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

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Builders Firstsource Inc
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PBF Energy Inc - Ordinary Shares - Class A
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United States Steel Corp.
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AN
Autonation Inc.
0.78%
OC
Owens Corning
0.78%
LAD
Lithia Motors, Inc. - Ordinary Shares - Class A
0.76%
CLF
Cleveland-Cliffs Inc
0.76%
PAG
Penske Automotive Group Inc
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Invest with EZM

What is EZM?

The WisdomTree U.S. MidCap Earnings Index is a fundamentally weighted index that measures the performance of earnings-generating companies within the mid-capitalization segment of the U.S. Stock Market. The index is comprised of the companies in the top 75% of the market capitalization of the WisdomTree U.S. Earnings Index after the 500 largest companies have been removed. Companies in the index are incorporated and listed in the U.S. and have generated positive cumulative earnings over their most recent four fiscal quarters prior to the index measurement date. The index is earnings-weighted in December of each year to reflect the proportionate share of the aggregate earnings each component company has generated. Companies with greater earnings generally have larger weights in the index.

ETFs related toEZM

ETFs correlated to EZM include VBR, IJJ, MDYV

EZM
WisdomTree Trust - WisdomTree U.S. MidCap Fund
VBR
Vanguard Group, Inc. - Vanguard Small Cap Value ETF
IJJ
BlackRock Institutional Trust Company N.A. - iShares S&P Mid-Cap 400 Value ETF
MDYV
SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
IVOV
Vanguard Group, Inc. - Vanguard S&P Mid-Cap 400 Value ETF
IJH
BlackRock Institutional Trust Company N.A. - iShares Core S&P Mid-Cap ETF
IVOO
Vanguard Group, Inc. - Vanguard S&P Mid-Cap 400 ETF
MIDU
Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3x Shares
MDY
State Street Global Advisors - S&P MidCap 400 ETF
SPMD
SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
DFAS
Dimensional ETF Trust - Dimensional U.S. Small Cap ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toEZM

#PTAC

Pick the Trending Asset Class

Category

Momentum, Tactical Asset Allocation, Be Risk Aware, Ride the Momentum

Risk Rating

Moderate

#EMH

Emerging Markets with a Bond Hedge

Category

Momentum, Be Risk Aware, Diversification

Risk Rating

Aggressive

Create your own algorithmic trading strategy with EZM using Composer

FAQ

EZM is a US Equities ETF. The WisdomTree U.S. MidCap Earnings Index is a fundamentally weighted index that measures the performance of earnings-generating companies within the mid-capitalization segment of the U.S. Stock Market. The index is comprised of the companies in the top 75% of the market capitalization of the WisdomTree U.S. Earnings Index after the 500 largest companies have been removed. Companies in the index are incorporated and listed in the U.S. and have generated positive cumulative earnings over their most recent four fiscal quarters prior to the index measurement date. The index is earnings-weighted in December of each year to reflect the proportionate share of the aggregate earnings each component company has generated. Companies with greater earnings generally have larger weights in the index.

EZM tracks the WisdomTree U.S. MidCap Earnings Index.

EZM dividend information: Earnings - Positive / Consistent. Dividend payouts may vary in terms of frequency of payouts.

No, EZM is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, EZM is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on EZM is -0.0281%. This is the percent change in the value of EZM over the most recent 1-month period. The 3-month return on EZM is -0.001%. This is the percent change in the value of EZM over the most recent 3-month period.

The standard deviation of EZM for the past year is 0.2162%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to EZM include VIG, VYM, and DFAT.

ETFs correlated to EZM include VBR, IJJ, and MDYV.

ETFs that are inversely correlated to EZM include RWM, TZA, and TWM.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.